Filtering and sorting your holdings

The Holdings page can carry hundreds or thousands of records. The filter row, the search bar, and the column-click sort in item view are how you narrow that down to what you're actually looking for.

This article walks through each control individually, how they stack together, and a handful of patterns for finding specific pieces fast.

Six filter controls sit between the tabs and the table, on every view. They apply to whichever tab and view you're currently in, and they persist when you switch views.

A dropdown for one of the four supported metals: Gold, Silver, Platinum, or Palladium. Pick one to narrow the page to that metal alone.

In group view, this collapses everything down to a single metal section. In item view, it leaves only products of that metal in the list. In card view, the grid filters to matching cards.

A dropdown for the physical form of the piece: Coin, Bar, Round, or Junk. Pick one to narrow to that form. Junk is its own category for pre-1965 US fractional silver and any custom products you've set up with junk-style calculation.

See How junk silver melt value is calculated for the longer version.

Metal and Form combine cleanly. Pick Silver and Coin together, and you'll see only silver coins — Eagles, Britannias, Maples, and so on — with bars and rounds and junk silver tucked out of view.

A numeric range, applied per item. Enter a number in either or both fields to filter to pieces inside that weight band.

Weights are in troy ounces regardless of your display preference. (The display unit setting affects how weights render across the app, not how the filter inputs are interpreted.)

Two date pickers for a purchase-date range. Set one or both. The range applies to the purchase date of each item, which is whatever date was on the buy transaction that created it.

This is the filter to reach for when you want to see only what you bought in a specific year, or only in the trailing six months, or only since the last time you ran a portfolio review.

Every filter is additive. Pick a metal, then a form, then a weight band, then a purchase-date window, and the table shows only items that match all of those at once. There's no OR logic — the controls combine with AND across the board.

A worked example: you want to see only your full-ounce gold coins purchased in 2026. Metal: Gold. Form: Coin. Min weight: 1. Max weight: 1. Purchased from: 2026-01-01. Purchased to: today. The page now shows only those items, in whichever view you're in.

The filters don't lock — you can keep adjusting them and the page reflows live. Each change applies immediately; there's no "Apply" button to click.

A search bar sits just below the filter row, placeholder text Search products…. It matches against three things on each item:

Date annotations aren't part of the search index, so a search for "2008" won't surface items annotated with that mint year — only items with "2008" in the product name or in a nickname or reference.

The search combines with everything else. Filters narrow the table, then the search query narrows it further within whatever's left.

This is what makes the reference field useful as a free-text location index: label every item in your safe deposit box with "SDB-3" and you can pull up just that subset with one filter, in any view, in any tab.

The three tabs across the top of the page are technically the top-level filter — they decide whether the table shows currently-held items, items you've disposed of, or both. The active tab is what every other filter applies inside.

If you set up a complex filter while on Held and switch to Sold, every other filter stays in place — only the tab changes. That's useful if you want to compare what you currently own against what you've already disposed of in the same product or weight band.

Sortable columns are an item-view feature. Group view and card view don't expose a column-click sort.

In item view, every column header is clickable. Click one to sort the product list by that column. A small arrow next to the column name shows the current sort direction; click the same header again to reverse it.

A few useful sorts:

The sort applies to the product rows. Expanding a product to see its individual items doesn't break the sort — items appear inline under their parent product.

There's no "Reset filters" button. To clear an individual filter, reopen the dropdown or the date picker and pick the empty option (or delete the text out of the weight fields). To clear the search, click the X in the search box or delete the text.

A page reload resets every filter and the search field.

A handful of recurring shapes that show up once you're a few months into using the page:

The portfolio selector at the top of the app is the largest filter on the page, even though it doesn't live in the filter row. All Portfolios shows every item you own across every portfolio. Switching to a specific portfolio reduces the page to just that subset, and every other filter applies inside that subset.

So if you've got a Personal portfolio and a Trust portfolio, picking Personal at the top, then Silver as a metal filter, then Coin as a form filter, gets you a page that shows only silver coins inside your Personal portfolio. Switch the portfolio selector to Trust and everything else stays in place — the filters reapply against the new subset.